Manager of Operational Due Diligence and Risk - Emory Investment Management

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Description:

The Manager of Operational Due Diligence and Risk will be an integral member of the Emory Investment Management (EIM) investment team. EIM manages Emory University's endowment with AUM of $11 billion+.

KEY RESPONSIBILITIES:

• Maintains a thorough knowledge of the endowment's operational risk functions.
• Has responsibilities associated with operational due diligence, data analytics, risk management and technology solutions.
• Works independently with some supervision and may be assigned to train or guide a junior investment analyst.

Operational Due Diligence:

• Conducts operational due diligence of Emory's prospective and existing external investment managers, including: reviewing due diligence materials such as audited financial statements, regulatory filings, fund documents, policies and procedures, valuation methodologies, and background check findings, among others.
• Participates in and leads calls and in-person meetings with senior investment manager personnel, service providers, and other related parties.
• Evaluates the overall quality of systems, controls, infrastructure and personnel in order to identify issues relevant to the overall investment decision.
• Applies knowledge and experience to a wide variety of alternative investment managers and operating environments to assess operational risks and identify potential concerns; and documents and presents the findings of each ODD review, highlighting strengths and including specific advice and recommendations based on industry best practices.

Investment Transaction Services:

• Supports investment transaction services including deal management, structuring, legal review and negotiation.
• Works with outside counsel, investment professionals, and members of the investment and operations team to address legal, tax, regulatory, and business issues for all new investments.

Data Quality and Analytics:

• Designs and performs data analysis to evaluate and optimize the portfolio's risk profile, performance, and overall exposure.
• Devises and implements strategies to maximize data quality, completeness, and accuracy.

Portfolio Operations and Other Responsibilities:

• Assists with internal and external reporting needs, including Investment Committee Report preparation and review.
• Collaborates on technology and infrastructure projects, including researching, recommending and implementing potential solutions to support asset allocation, performance analysis, risk solutions, fund manager research and portfolio management.
• Leads and owns ad hoc projects as necessary.
• Performs other related duties as required.

MINIMUM QUALIFICATIONS:

• A bachelor's degree, preferably in finance or accounting, and five years of related work experience, OR an equivalent combination of education, training, and experience.
• MBA, CFA, CAIA, IMDDA, and/or similar certifications or coursework are also highly desired.
• Operational due diligence, portfolio operations and accounting, or risk reporting experience preferred; high level of professional maturity, integrity, judgement, and discretion required; strong organizational skills and an ability to manage multiple complex tasks with a focus on detail, accuracy, and timeliness.
• Proven experience with Microsoft Office suite programs.
• Specific experience using Microsoft Excel for data analytics, aggregation, and presentation is required.
• Experience using CRM, portfolio analytics, Bloomberg and other software is a plus.

NOTE: Position tasks are required to be performed in-person at an Emory University location; working remote is not an option. Emory reserves the right to change this status with notice to employee.

Emory Supports a Diverse and Inclusive Culture:

Inquiries regarding this policy should be directed to the Emory University Department of Equity and Inclusion, 201 Dowman Drive, Administration Building, Atlanta, GA 30322.

Please note that one week advance notice is preferred.